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Client Service Manager

3 months ago

Denver, Colorado, United States Moneta Corporation Full time
Company Description

Moneta is an independent Registered Investment Advisor (RIA) focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

Job Description

Moneta is actively seeking Client Service Managers to join our Denver, Colorado financial advisory team office. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs. Moneta provides the opportunity for long term career growth and professional development as you learn the foundational knowledge of wealth management.

As a Client Service Manager, you will work alongside the team's Advisors and Partner on a wide range of projects focused on the client's needs. Qualities that will help you flourish in this role include organization, flexibility, strong communication skills, attention to detail and the ability to manage multiple projects at once. In everything we do, we focus on our clients and their needs to deliver the best possible experience.

Essential Responsibilities
  • Assist Advisors and Partner in daily operations and develop a comprehensive understanding of team processes and procedures
  • Assist Advisors and Partner with client review preparation
  • Research unique and complex situations as they arise
  • Establish a rapport with clients as a trusted liaison between the client and their Advisor
  • Implement Advisor investment recommendations via trading through Financial Custodial Systems
  • Coordinate account transfers and confirm cost basis information for incoming assets
  • Populate and maintain systems data and client files
  • Verify client account cash balances, generate, and review monthly available cash report
  • Manage and prioritize daily workload in a fast-paced environment
  • Work directly with third-party Custodians and Advisors to meet critical deadlines and industry cut-off times
Qualifications
  • Bachelor's degree in Finance or a related field preferred
  • 2+ years of relevant, direct RIA industry work experience preferred
  • Must be authorized to work in the United States
  • This is a non-exempt full-time, salary position
Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
  • Compensation range $65,000 to $75,000 depending on experience
  • Annual discretionary team bonus averaging 5% of annual base salary
  • 401k Match - 50% of employee contributions up to 6% of compensation
  • Discretionary annual profit-sharing bonus
  • Paid Holidays
  • Paid Time Off
  • Paid Pregnancy and Parental Leave
  • Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
  • Professional Development Reimbursement
  • Paid Volunteer Time Off
  • Employee Referral Incentive Program
  • Onsite Wellness Programs & Rewards
  • Employee Assistance Program (EAP)
  • Employee Engagement Activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.